NewAmsterdam Pharma Company (NAMS) Jefferies Global Healthcare Conference 2026 summary

Recent progress and clinical trial updates

• Filed for regulatory approval in Europe and observed lower-than-expected event rates in key trials, suggesting strong efficacy signals.

• Interim analysis for the PREVAIL trial may allow early completion, potentially a year ahead of schedule, without compromising trial integrity.

• BROADWAY trial results show a 21% relative risk reduction, closely tracking PREVAIL, supporting confidence in interim analysis outcomes.

• Ongoing and upcoming trials include RUBENS, REMBRANDT, and a new Alzheimer's study, with data to be presented at the AAIC meeting in July.

• Data indicate strong differentiation from statins, with benefits in LDL-C, Lp(a), diabetes, and Alzheimer's risk, and a favorable safety profile.

Statistical approach and trial powering

• PREVAIL is powered to detect a 20-21% risk reduction, with interim analysis expected at year-end and results in Q1 next year.

• Both MACE-3 and MACE-4 endpoints must meet statistical significance for interim stopping; greatest decline observed in MACE-3 events.

• Drop-in rates for other therapies (GLP-1s, PCSK9s, etc.) remain low, supporting data integrity.

• High patient retention and low dropout rates are attributed to the clean safety profile, enhancing trial quality.

• Event rates and risk reduction are benchmarked against major CVOTs, with ongoing analysis to ensure robust interpretation.

Market positioning and future plans

• Obicetrapib is positioned as a pipeline-in-a-pill, with potential for combination therapies and broad applicability.

• Plans to explore fixed-dose combinations and strategic partnerships, with regulatory approval as a key milestone.

• Strong cash position (~$700 million) supports drug launch and pipeline expansion.

• Upcoming investor day will provide further data on event rates, LDL lowering, and commercial strategy.

• Growing recognition among key opinion leaders and anticipation for new Alzheimer's data presentations.